HomeCompareAEAXX vs JEPI

AEAXX vs JEPI: Dividend Comparison 2026

AEAXX yields 200.00% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AEAXX wins by $119.33M in total portfolio value
10 years
AEAXX
AEAXX
● Live price
200.00%
Share price
$1.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$119.36M
Annual income
$60,176,096.29
Full AEAXX calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — AEAXX vs JEPI

📍 AEAXX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAEAXXJEPI
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, AEAXX + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AEAXX pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AEAXX
Annual income on $10K today (after 15% tax)
$17,000.00/yr
After 10yr DRIP, annual income (after tax)
$51,149,681.85/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, AEAXX beats the other by $51,148,382.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AEAXX + JEPI for your $10,000?

AEAXX: 50%JEPI: 50%
100% JEPI50/50100% AEAXX
Portfolio after 10yr
$59.70M
Annual income
$30,088,812.45/yr
Blended yield
50.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AEAXX buys
0
JEPI buys
0
No recent congressional trades found for AEAXX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAEAXXJEPI
Forward yield200.00%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$119.36M$29.0K
Annual income after 10y$60,176,096.29$1,528.62
Total dividends collected$112.49M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: AEAXX vs JEPI ($10,000, DRIP)

YearAEAXX PortfolioAEAXX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$30,700$20,000.00$11,260$840.19+$19.4KAEAXX
2$90,232$57,383.18$12,641$907.94+$77.6KAEAXX
3$254,173$157,624.56$14,150$978.20+$240.0KAEAXX
4$686,927$414,961.74$15,795$1,050.85+$671.1KAEAXX
5$1,783,118$1,048,106.39$17,584$1,125.74+$1.77MAEAXX
6$4,450,613$2,542,677.12$19,526$1,202.74+$4.43MAEAXX
7$10,693,420$5,931,263.38$21,628$1,281.69+$10.67MAEAXX
8$24,760,608$13,318,648.86$23,898$1,362.43+$24.74MAEAXX
9$55,315,649$28,821,798.66$26,347$1,444.79+$55.29MAEAXX
10$119,363,841$60,176,096.29$28,982$1,528.62+$119.33MAEAXX

AEAXX vs JEPI: Complete Analysis 2026

AEAXXStock

A USD money market mutual fund that invests ≥ 99.5% in U.S. Treasuries, agency securities, and fully collateralized repos. Designed to maintain a $1 NAV, in compliance with SEC Rule 2a‑7

Full AEAXX Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.